Paladin Advisory Group
WMT icon

Paladin Advisory Group’s Walmart Inc WMT Stock Holding History

Paladin Advisory Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.6K Hold
285
– – 0.02% 174
2026
Q2 		$32.3K Hold
285
– – 0.02% 171
2026
Q1 		$35.4K Sell
285
-195
-41% -$23.9K 0.03% 166
2025
Q4 		$53.5K Buy
+480
New +$51.5K 0.04% 148

Other funds holding WMT

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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Paladin Advisory Group's WMT Position: Q3 2026 in Review

Paladin Advisory Group held its Walmart Inc (WMT) position steady in Q3 2026 at 285 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #174.

Paladin Advisory Group first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.5K in Q4 2025. 3,746 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Paladin Advisory Group held 285 shares of Walmart Inc worth $29.6K as of Q3 2026.
  • Paladin Advisory Group left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.02% of Paladin Advisory Group's portfolio in Q3 2026, its #174 holding.
  • Paladin Advisory Group first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Paladin Advisory Group's Walmart Inc position peaked at $53.5K in Q4 2025.
  • 3,746 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.